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David T. Harmon

US Catholic Leaders Survey 2024: Finance - Catholic Herald

Mindy Diamond on Independence: How to Use Content Marketing

Session 3: What's on the Horizon for Investors and Global Markets?

Panel Moderator: Kate Rooney ’13, finance and technology reporter, CNBC Kate Rooney is a technology reporter based out of CNBC’s San Francisco bureau, with a focus on financial technology, payments, and venture capital. She also writes and reports for CNBC’s digital platforms. Rooney joined CNBC in 2015 as a news associate before working as a producer for CNBC’s “Squawk Box” and was most recently a markets reporter for CNBC.com. She graduated from Boston College with a bachelor’s degree in communication and earned her master’s degree from the Medill School of Journalism at Northwestern University where she received an Eric Lund Global Reporting and Research Grant to film and produce a documentary in the Philippines. She also worked as a multimedia reporter in Buenos Aires, Argentina in 2015 with a focus on housing and politics.

Elliot S. Weissbluth, Hightower Advisors mastermind, cashes out and vacates chairman role as Pershing's ex-CEO Lisa Dolly takes a board seat

News, Vision & Voice for the Advisory Community The Chicago rollup's founder got paid better by doing the second-stage exit and the new cast on the Board also includes Bob Oros ascending to chair and Darrell Horn of Green Square Wealth Management joining February 19, 2021 — 8:58 PM by Lisa Shidler Brooke's Note: For anyone who knows both Elliot Weissbluth and Bob Oros, it's pretty clear that a psychologist would put them in two different subcategories. Both can sell like the dickens, but Weissbluth has the more alpha style. As Tim Welsh puts it in this article, he was just what the industry needed when he founded Hightower -- a roll-up pioneer who mass-liberated a whole upmarket class of hybrid RIA breakaway pioneers at a time when leadership was needed. Hightower is now a more buttoned down firm of RIAs, fancier backers, experienced managers, bigger AUM and less controversy. There's no better proof of that than how it completed its transition to a new chairman and added an operational expert to the board on the order of Lisa Dolly. See: What to make of Pershing CEO Lisa Dolly's surprise exit